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When you’re onboarding a new plan from a document, this flow gives you an auditable path from uploaded PDF → approved calculation rules → validated payouts on a known deal.

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What you can do on this page

  • Upload plan documents (PDF/DOCX/MD) into the Plans Library.
  • Monitor parsing progress and failures in the Imports tab.
  • Open a plan and review extracted structure and calculation content.
  • Refine calculation text using plan chat (explain/modify on selected text).
  • Move from draft/pending changes to approved updates when ready.
  • Imports: uploads create background processing tasks; retries may be needed for low-quality scans or missing pages.
  • Pending changes: edits (including chat-driven modifications) can create pending plan changes until approved.
  • Common failure modes: unreadable documents, missing required mappings/fields, and approval blocks (validation checks).
  • How to verify: see How to verify an import finished below.
  • If it fails: use the Imports tab to review failure details and retry with a cleaner / complete document.

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1) Upload the plan document

  1. Open Commission → Plans Library.
  2. Drag-and-drop plan documents onto the page, or click Upload Plans.
  3. Optionally toggle Review to enable additional AI review checks during parsing.
Plans Library uploads Supported file types: PDF, DOCX, and MD.

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2) Track imports

  • Use the Imports tab to monitor upload/parsing progress.
  • If a plan fails to import, retry after addressing the document issue (missing pages, unreadable scans, etc.).

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How to verify an import finished

  • Upload your plan document and note the plan name Core8 creates.
  • Open the Imports row for the upload to confirm it finished successfully (or to view errors/warnings).
  • Open the created plan in the Plans Library and verify: effective dates, selection rules, and at least one example calculation.
  • If the import failed, fix the document (missing tables/definitions) and re-upload; if it succeeded but results look wrong, refine in Plan Chat and re-approve.

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3) Open the plan to review details

From the library grid/table, click the plan to open: /{orgId}/commission/plans-library/{planId}

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4) Refine with plan chat (Commission Calculation tab)

The plan’s Commission Calculation tab shows the plan content and a chat assistant side panel (on large screens). Plan calculation + chat You can:
  • select text and ask the assistant to explain it, or
  • select text and ask the assistant to modify it.

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Common issues

  • Import fails or stalls: check the Imports row for errors/warnings (missing pages, unreadable scans) and retry with a cleaner/complete document.
  • The extracted logic looks wrong: use Plan Chat to clarify ambiguous sections and then approve changes; validate on a single known deal.
  • The plan does not affect payouts: confirm plan dates/selection rules and that reps are assigned to the plan for the relevant period.